Investment Philosophy
With more than 75 years of combined planning and investment experience, the professionals at DSI Wealth Management stand ready to perform services for their clients, their clients' families and employees and the community. The values of the firm are clear and simple:
- Always ethical
- Frequent communication
- Total planning solutions
Custom Strategies. Flexible Implementation.
Our strategy begins with a thorough understanding of each client’s values, goals and current financial condition. Questions not statements dominate our early meetings. Once this critical data is obtained we design and recommend a strategic plan. The strategy, with the clients permission, is also presented to the client's other advisors, including attorneys, accountants, risk managers, business partners and interested family members.
The key to a strategic plan is in the implementation and constant updating. Economic, professional or personal changes can render a plan obsolete. Our plans receive frequent-scheduled reviews by clients and their other advisors with the DSI Wealth Management team acting as the coordinator and lead facilitator.
Learn More.
It would be a pleasure to review your current portfolio, estate and financial plans. Please feel free to contact the office to schedule an interview that will fully describe the scope of these services and how they can benefit you, your business and of course your family and future generations.
